Yageo, Taiwan’s biggest passive component maker, is benefitting from price hikes due to strong demand in AI servers, media report, and its chairman sees good times well into the future, as we’re only in “the 2nd inning” of the AI wave. Yageo’s MLCC utilization rate has surged past 80%, but for premium MLCCs, over 90%, marking the start of the price hike cycle. It is raising prices on Multi-Layer Ceramic Capacitors (MLCCs), Tantalum, Aluminum Electrolytic, Film Capacitors. #Yageo #Murata #TDK #TaiyoYuden #MLCC
Source: Dan Nystedt
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